About this episode
(10/10/23) A brief look at the correlation between Israeli conflict and markets' flight to safety in US bonds. Markets could target 4,300; earnings season kicks off today. Potential Spam calls; the thing about Bonds: They're the simplest, yet least-understood investment. What interest rates mean; Sin stocks, ESG, & FAANG stocks: knowing the narrative. Stocks vs Bonds & relative valuations (with charts!) What Howard Marks said; Why interest rates and bond yields go up and down; psychology is a difficult factor in portfolio management. RFK, Jr. & The Perot Effect in the 2024 election; preview of our 2024 Economic Summit (January 27, 2024) A discussion on Mortgage-backed Securities in portfolios (you're basically buying someone's mortgage). How high rates create opportunities: mortgage refinancing. NAR letter to the Fed: "Lower rates so we can sell houses." SEG-1: Israeli Conflict Ingnites Flight to Safety in US Bonds SEG-2: Marital Affairs, Potential Spam, & The Thing About Bonds SEG-3: Sin Stocks, EGS, & Faang Stocks vs Bonds SEG-4: RFK, Jr., & The Perot Effect; Mortgage-baked Securities in Portfolios Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=W1PA85k5RgM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- The latest installment of our new feature, Before the Bell, "Market Impact of the Israeli Conflict" is here: https://www.youtube.com/watch?v=LDaVn-TQ7M0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Disconnect Between Pre-retirement & Reality" https://www.youtube.com/watch?v=kaEEQktBjcw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this Show: Bond Valuations Are Cheap https://realinvestmentadvice.com/bond-valuations-are-cheap/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Luinch & Learn: "Transitioning to Medicare:" https://us06web.zoom.us/webinar/register/3416958364820/WN_Gl2MmDeYR3CrRA11NmC1dQ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #IsraelConflict #FlightToSafety #USTreasuries #Bonds #MortgageBackedSecurities #Markets #Money #Investing